Skip to content
Log inSign up

OptinMonster + Salesforce

Create records in Salesforce for every new lead in OptinMonster

When you get a new lead in OptinMonster, use this workflow to instantly create a record in Salesforce. This streamlines the process, saving time and ensuring that no new potential client details are missed or delayed in your CRM. Keep your sales team up to date with the latest prospects without any extra manual input.

When you get a new lead in OptinMonster, use this workflow to instantly create a record in Salesforce. This streamlines the process, saving time and ensuring that no new potential client details are missed or delayed in your CRM. Keep your sales team up to date with the latest prospects without any extra manual input.

  1. When this happens...
    OptinMonsterOptinMonster
    New Lead

    Triggers when a new lead is added to a campaign.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
Start free with email
Start free with Google
Start free with email
Start free with Google
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?

    • CampaignRequired

    • Integration Display Name

    Trigger
    Instant
    Try It
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Lead

    Triggers when a new Lead is created.

    Trigger
    Scheduled
    Try It

    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Scheduled
    Try It

    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It

    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
optinmonster logo
optinmonster logo

About OptinMonster

Powerful lead generation software that converts abandoning visitors into subscribers with dynamic marketing tools and Exit Intent® technology.
Learn moreHelp

Related categories

  • Forms & Surveys

Similar apps

BDOW (FKA Sumo) integrationsBDOW (FKA Sumo) integrations

BDOW (FKA Sumo)

Marketing
Hello Bar integrationsHello Bar integrations

Hello Bar

Marketing Automation
Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
salesforce logo
salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Related Zap Templates

  • Create Salesforce leads from new OptinMonster leads
  • Create Salesforce leads from new OptinMonster leads

 

  • Add new OptinMonster leads as Salesforce contacts
  • Create Salesforce leads every time new OptinMonster leads appear

 

  • Generate Salesforce custom objects for new leads in OptinMonster